High Net Worth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

High Net Worth Advisory Group’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Buy	5,128 +690	+16%	+$286K	0.4%	58
2026 Q1	$1.91M	Hold	4,438	–	–	0.45%	56
2025 Q4	$1.76M	Hold	4,438	–	–	0.41%	57
2025 Q3	$1.58M	Buy	4,438 +500	+13%	+$159K	0.38%	58
2025 Q2	$1.2M	Sell	3,938 -2,232	-36%	-$676K	0.32%	69
2025 Q1	$1.78M	Hold	6,170	–	–	0.5%	50
2024 Q4	$1.49M	Sell	6,170 -50	-0.8%	-$12.3K	0.42%	60
2024 Q3	$1.51M	Hold	6,220	–	–	0.41%	61
2024 Q2	$1.34M	Hold	6,220	–	–	0.41%	57
2024 Q1	$1.28M	Sell	6,220 -252	-4%	-$48.4K	0.4%	59
2023 Q4	$1.24M	Sell	6,472 -585	-8%	-$107K	0.46%	52
2023 Q3	$1.21M	Sell	7,057 -147	-2%	-$26.3K	0.48%	53
2023 Q2	$1.28M	Buy	7,204 +200	+3%	+$36.7K	0.5%	53
2023 Q1	$1.28M	Sell	7,004 -472	-6%	-$83.1K	0.52%	53
2022 Q4	$1.27M	Buy	7,476 +1,109	+17%	+$179K	0.49%	53
2022 Q3	$985K	Buy	6,367 +480	+8%	+$77.2K	0.42%	58
2022 Q2	$992K	Buy	5,887 +1,045	+22%	+$182K	0.41%	59
2022 Q1	$875K	Buy	4,842 +485	+11%	+$85.1K	0.32%	71
2021 Q4	$745K	Buy	+4,357	New	+$731K	0.26%	79

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Net Worth Advisory Group's GLD Position: Q2 2026 in Review

High Net Worth Advisory Group increased its SPDR Gold Trust (GLD) stake by 16% in Q2 2026, buying an estimated $286K and bringing the position to 5,128 shares worth $1.89M. The position accounts for 0.4% of the portfolio, ranked #58.

High Net Worth Advisory Group first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

High Net Worth Advisory Group held 5,128 shares of SPDR Gold Trust worth $1.89M as of Q2 2026.
High Net Worth Advisory Group bought 690 SPDR Gold Trust shares in Q2 2026, an estimated $286K.
SPDR Gold Trust made up 0.4% of High Net Worth Advisory Group's portfolio in Q2 2026, its #58 holding.
High Net Worth Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's SPDR Gold Trust position peaked at $1.91M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.